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Copperleaf Capital, LLC: DFGX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Copperleaf Capital, LLC on DFGX, newest first. How the timeline and the estimate are built.

Copperleaf Capital, LLC held 22,774 DFGX shares at 2025-09-30 per its 13F-HR filed 2025-10-28.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 22,774 shares
    Change vs previous 13F +1,335 shares

    0.59% of the 13F portfolio, value $1,228,898.

    13F-HR 0001802225-25-000008 filed by Copperleaf Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-06-30
    13F 21,439 shares
    Change vs previous 13F -14 shares

    0.58% of the 13F portfolio, value $1,143,974.

    13F-HR 0001802225-25-000006 filed by Copperleaf Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-03-31
    13F 21,453 shares
    Change vs previous 13F -518 shares

    0.67% of the 13F portfolio, value $1,120,908.

    13F-HR 0001802225-25-000002 filed by Copperleaf Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-12-31
    13F 21,971 shares
    Change vs previous 13F +5,282 shares

    0.73% of the 13F portfolio, value $1,149,511.

    13F-HR 0001802225-25-000001 filed by Copperleaf Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-09-30
    13F 16,689 shares
    Change vs previous 13F +4,054 shares

    0.69% of the 13F portfolio, value $903,042.

    13F-HR 0001802225-24-000005 filed by Copperleaf Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-06-30
    13F 12,635 shares
    Change vs previous 13F +177 shares

    0.53% of the 13F portfolio, value $663,717.

    13F-HR 0001802225-24-000003 filed by Copperleaf Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-03-31
    13F 12,458 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $660,453.

    13F-HR 0001802225-24-000002 filed by Copperleaf Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).